How I can help you
I can help with business strategy, finance, and operations for new start-ups or existing businesses.
In my current role, I serve as a Vice President and Financial Consultant for SunTrust Investment Services. I help individuals and businesses with personal financial planning, investment management, business transition/exit planning, and business contingency planning. I hold the CFP (Certified Financial Planner), AWMA (Accredited Wealth Management Advisor), APMA (Accredited Portfolio Management Advisor), and CRPC (Chartered Retirement Planning Counselor) professional designations.
Prior to my banking and investment career, I spent 10 years as an entreprenuer. During that time I started, bought, and sold several businesses in the retail, restaurant, financial services, and ecommerce fields. My time as an entreprenuer gave me broad experience in operations, sales/marketing, finance, accounting, and business strategy.
In addition to my professional experience and SCORE involvement, I'm involved with the Space Coast EDC (Economic Development Commission), Association for Corporate Growth, CFA (Chartered Financial Analyst) Society, and several other local organizations.
As a member of SCORE, I am her to help business owners in any phase of their business. Let's get started.
Areas of Expertise
- Business Finance & Accounting
- Business Strategy & Planning
- Business Operations
- Sales, Marketing & Public Relations
- Banking, Finance & Insurance
- Accommodation & Food Services
- Retail & Wholesale Trade
University of Toledo, Bachelors of Business Administration, Finance. Graduated 2007.
Northwestern Unviersity, Executive Certificate in Financial Planning, 2016.